Job Description
Are you a driven professional seeking a rewarding career as a Tax Associate in the vibrant city of St. Petersburg, FL? Brightway Financial Group is looking for an analytical and detail-oriented individual to join our growing tax department. We offer a collaborative work environment, competitive benefits, and opportunities for professional growth.
In this role, you will play a crucial part in helping our clients navigate complex tax regulations while ensuring compliance and maximizing their returns. We pride ourselves on delivering exceptional service and fostering a culture of excellence.
Responsibilities
- Prepare and review individual and business tax returns (Form 1040, 1120, 1065, etc.) accurately and timely.
- Communicate effectively with clients regarding tax documents, questions, and return status.
- Stay updated on federal, state, and local tax laws and regulations to ensure full compliance.
- Conduct tax research to resolve complex tax issues and provide recommendations to the tax team.
- Assist in the preparation of financial statements and tax projections.
- Participate in tax planning strategies for high-net-worth clients.
Qualifications
- Bachelor’s degree in Accounting, Finance, or Taxation required; Master’s degree or CPA certification is a strong plus.
- 1-3 years of experience in tax preparation or public accounting preferred.
- Proficiency in tax preparation software (e.g., Lacerte, ProSeries, UltraTax) and accounting systems (e.g., QuickBooks, Xero).
- Strong analytical and problem-solving skills with a keen eye for detail.
- Excellent written and verbal communication skills.
- Ability to work independently and meet strict deadlines during tax season.